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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,078 | $97,550+206.6% | $120,344+148.5% | $87,485+241.9% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.7%+19.4pp | 68.9%+27.2pp |
| Annual return | 14.94% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.1pp |
| Employer contribution / active EE | $7,935 | $2,291+246.4% | $3,020+162.7% | $2,596+205.6% |
| Participant deferral / active EE | $10,551 | $4,230+149.5% | $5,135+105.5% | $4,274+146.9% |
| Admin fee / account holder | $367 | $9,543-96.1% | $12,742-97.1% | $7,775-95.3% |